Good luck for tomorrow, page-22

First 22 Last

Share
Profile

Follow
albatrosss

22,131 Posts.

703

18/04/17

13:25

Post #: 24114510
Share

Originally posted by Freehold ↑

Well Basically ...Lithium Demand is Exponential (and is expected to continue that way for at least a decade prob more like 2 decades or more) and supply side has thus far been weak in response ... Briners at scale are cheaper but have a long lead time 4-5yrs... Expected 2020-22 for them to respond in kind... Hard Rock Lithium is quicker (2-3yrs) but currently more expensive to process. Thus far hard rock supply response has been weak with many project delayed or have had difficulty seeking finance to build plants... So we have a window of opportunity of high lithium prices ...into which KDR (Which has been aggressively progressing production in parallel to legal action) is seeking to exploit.... POS Deal will enable fast path to market with expected Production Early 2018.

Personally I think the demand will outstrip the supply side for the foreseeable future....and we will be in a cycle of supply side attempting to catch up...continuously for as far as I can see.

So KDR schedules have not been interrupted thus far... I would expect that KDR will be swallowed by a major (Ablemarle?) shortly after legals are squared away. IF not then Progress to production by end of year. IF in doubt about what that will do for share price ... look to TAW and there increasing valuation for a guide as they are realistically at a similar stage of development and expect to be producing late 2017.

Expand

if someone was going to take out kdr, they would take out mzn also.
regardless of legals. this would be best time to do it.
may still happen

KDR Price at posting: 40.5¢ Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

CUF

CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch

CLE

Cyclone signs MOU with Vale for development of Iron Bear play

IRX

InhaleRX gains approval for clinical trial to test non-opioid therapy for cancer pain

EEG

NT Gov't delivers environmental approval for Empire Energy's Beetaloo Carpentaria pilot gas play

BNL

Blue Star Helium sees approval for five more wells at 'Galactica/Pegasus' project in Colorado

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks

TYX

Tyranna wraps up lithium drilling in Angola; says looking for other projects with different metals

3DA

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

GDM

Banshee's historic trenches prove rich in antimony and gold for GDM

First 22 Last

Add KDR (ASX) to my watchlist

Good luck for tomorrow, page-22

Top Stories

CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch

Cyclone signs MOU with Vale for development of Iron Bear play

InhaleRX gains approval for clinical trial to test non-opioid therapy for cancer pain

NT Gov't delivers environmental approval for Empire Energy's Beetaloo Carpentaria pilot gas play

Blue Star Helium sees approval for five more wells at 'Galactica/Pegasus' project in Colorado

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks

Tyranna wraps up lithium drilling in Angola; says looking for other projects with different metals

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Banshee's historic trenches prove rich in antimony and gold for GDM

Featured News